Finally gave it full read. The culture is strong but as one stacker said if they were truly about pushing free education and not concerned with becoming evil and only driven by making profits why not make their code open source?

From a value investor standpoint trading at a 200+ PE with projected 30% growth the stock is still massively overpriced. In my opinion. It is up +20% year to date because its Price to Sales ratio looks fantastic compared to the rest of the sector so it’s catching a bid. If they fall flat on growth projections this stock price will fall like a rock.

Sure this could be the Amazon of learning but the education space is massive. I love Duolingo I pay for it and use the app every day but that is because I’m motivated to learn but with so many free resources on YouTube and the across the web the road to massive revenue has significant headwinds. Amazon was blazing a trail for every e-commerce which the market and value investors missed. Maybe Duolingo can pull off being a strong brand synonymous with education.

I hope I am wrong because I like the app and this team sounds amazing but I do question this not to be evil goal and the overall path to increase revenues.